Income Tax Preparation

Careful tax planning is the most essential step in working with our clients’ income taxes. By minimizing taxes, we strive to improve our clients’ profitability. Whether you are an individual, small or large firm, established or start-up; we will identify the best possible strategies for reducing your tax liability within the limits of the law.

Insight Tax Planning Solutions:

Individuals

Withholding allowance review

Prepare new W-4s

Calculation of tax effect of proposed transactions

Education deduction/credit planning

Marital status planning

Year-end planning

Work with your investment advisor to select tax advantaged investments

Businesses

Selection/change of entity

Calculation of tax effect of proposed transactions

Transaction timing and structuring to minimize tax burden

Lease vs. purchase analysis

Analysis of effects of ObamaCare

Deduction/credit planning related to specialized industries

Year-end tax planning

We offer complimentary reviews of returns not prepared by us to look for areas of concern and/or potential missed deductions.